A UBS team that managed more than $550 million in client assets left the wirehouse to join Raymond James & Associates, the firm said.
The group opened a new Raymond James office in Worcester, Mass. On the move were Stephen Erickson, Michael Martin, Scott Louder, Christopher Lussier, Diana Correa and Nancy Jones. Now operating as Elm Wealth Management, the team generated approximately $3 million in production while at UBS, according to Raymond James.
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